Fuller & Thaler Asset Management’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.02M | Hold |
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|
2025
Q1 | $866K | Hold |
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|
2024
Q4 | $846K | Hold |
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|
2024
Q3 | $744K | Hold |
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|
2024
Q2 | $714K | Hold |
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|
2024
Q1 | $707K | Hold |
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|
2023
Q4 | $600K | Sell |
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|
2023
Q3 | $513K | Hold |
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|
2023
Q2 | $514K | Sell |
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|
2023
Q1 | $463K | Hold |
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|
2022
Q4 | $476K | Sell |
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|
2022
Q3 | $588K | Sell |
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|
2022
Q2 | $850K | Sell |
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|
2022
Q1 | $1.66M | Sell |
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|
2021
Q4 | $2.57M | Sell |
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|
2021
Q3 | $3.05M | Sell |
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|
2021
Q2 | $3.1M | Sell |
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|
2021
Q1 | $3.56M | Sell |
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|
2020
Q4 | $3.53M | Buy |
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|
2020
Q3 | $2.67M | Hold |
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|
2020
Q2 | $2.6M | Hold |
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|
2020
Q1 | $2.49M | Buy |
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|
2016
Q3 | – | Sell |
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|
2016
Q2 | $2.87M | Hold |
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|
2016
Q1 | $2.73M | Buy |
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|
2015
Q4 | $2.29M | Sell |
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|
2015
Q3 | $4.96M | Buy |
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|
2015
Q2 | $5.24M | Sell |
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|
2015
Q1 | $6.49M | Buy |
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|
2014
Q4 | $5.08M | Sell |
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|
2014
Q3 | $6.1M | Sell |
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|
2014
Q2 | $6.9M | Sell |
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|
2014
Q1 | $7.38M | Buy |
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|
2013
Q4 | $6.73M | Sell |
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|
2013
Q3 | $6.37M | Sell |
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|
2013
Q2 | $10.5M | Buy |
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